Q4 Earnings call on Feb 6 - predictions ?
01-28-2024, 07:42 PM
#41
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Originally Posted by ERAUAV8R
An article said Kirby was “reportedly “ in Toulouse meeting with Airbus. Also stated Airbus was trying to buy orders from other airlines to give to United
If you put an order down for a Honda from the Honda dealer, they made a sale and are happy. Why would the Honda dealer want to buy your order, to then sell again? A bird in the hand is better than not. What if the magical "second buyer" backs out? Uh...
More garbage reporting from Aero News, always 1-2 weeks late anyway. They just now reported the Alaska 737 issue.
01-28-2024, 07:51 PM
#42
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Originally Posted by hercretired
Why does Airbus give a sh1t ?
If you put an order down for a Honda from the Honda dealer, they made a sale and are happy. Why would the Honda dealer want to buy your order, to then sell again? A bird in the hand is better than not. What if the magical "second buyer" backs out? Uh...
More garbage reporting from Aero News, always 1-2 weeks late anyway. They just now reported the Alaska 737 issue.
If you put an order down for a Honda from the Honda dealer, they made a sale and are happy. Why would the Honda dealer want to buy your order, to then sell again? A bird in the hand is better than not. What if the magical "second buyer" backs out? Uh...
More garbage reporting from Aero News, always 1-2 weeks late anyway. They just now reported the Alaska 737 issue.
If someone places an order for a 321neo today I think it's about a 5 to 6 year wait to take delivery. United must be willing to pay a premium to cut the line. Indigo does have a ton of orders between JetSmart, Volaris, Wizz and us. Not hard to imagine they would sell a few of the slots back to Airbus for 5 million bucks a slot. Can't imagine JetSmart really needs all their orders? But there's also literally thousands of Airbus on order. Odds are this has no effect on us and it might even just be a B.S. game to try and get a discount from Boeing on more Max
01-28-2024, 07:55 PM
#43
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Originally Posted by Aero1900
I have to assume that Airbus would sell any slots they can get back for a lot more money.
If someone places an order for a 321neo today I think it's about a 5 to 6 year wait to take delivery. United must be willing to pay a premium to cut the line. Indigo does have a ton of orders between JetSmart, Volaris, Wizz and us. Not hard to imagine they would sell a few of the slots back to Airbus for 5 million bucks a slot. Can't imagine JetSmart really needs all their orders? But there's also literally thousands of Airbus on order. Odds are this has no effect on us and it might even just be a B.S. game to try and get a discount from Boeing on more Max
If someone places an order for a 321neo today I think it's about a 5 to 6 year wait to take delivery. United must be willing to pay a premium to cut the line. Indigo does have a ton of orders between JetSmart, Volaris, Wizz and us. Not hard to imagine they would sell a few of the slots back to Airbus for 5 million bucks a slot. Can't imagine JetSmart really needs all their orders? But there's also literally thousands of Airbus on order. Odds are this has no effect on us and it might even just be a B.S. game to try and get a discount from Boeing on more Max
This is Business 101 classic negotiations. Heck, high school girls have done this since we rode around in stage coaches. The current boyfriend (Boeing) is not doing his job, so the girl (United) is "rumored" to be courted by the handsome stud in another classroom. Maybe they are "rumored" to be seen eating ice cream together.
Magically, the current boyfriend starts sending flowers and opening his car door for her.
Kirby indeed is likely in France. All show and tell smoke and mirrors. And a company paid trip to see France.
nicely played Scott
01-28-2024, 08:26 PM
#44
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Originally Posted by ERAUAV8R
I suspect we’re going to sell 321Neo orders back to Airbus so they can give them to United. Allegedly United is shopping around for more busses. They’ll say we’re properly staffed and this will buy time bypassing new aircraft that may have engine problems
Anyway Airbus makes about 45 A320s per month last I heard. Our 23 this year are a pretty small percentage of the 550 produced. I would actually assume a Frontier order for more planes should be coming soon. 5-6 year backlog and we are 5-6 years out from taking our final current order. Unless we just start extending leases which has happened for two planes last year but that’s not saying much. Our first Leap CFMs retire from the airline in just a year and a half.
01-28-2024, 08:44 PM
#45
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Originally Posted by hercretired
Why does Airbus give a sh1t ?
If you put an order down for a Honda from the Honda dealer, they made a sale and are happy. Why would the Honda dealer want to buy your order, to then sell again? A bird in the hand is better than not. What if the magical "second buyer" backs out? Uh...
More garbage reporting from Aero News, always 1-2 weeks late anyway. They just now reported the Alaska 737 issue.
If you put an order down for a Honda from the Honda dealer, they made a sale and are happy. Why would the Honda dealer want to buy your order, to then sell again? A bird in the hand is better than not. What if the magical "second buyer" backs out? Uh...
More garbage reporting from Aero News, always 1-2 weeks late anyway. They just now reported the Alaska 737 issue.
Now think if Indigo (Frankie) sells 100 321neo deliveries for 10 million each. Let’s do the math.
Thats 1 Billion dollars in 3 years since indigo placed the order in 2021. And I’d bet indigo
put nothing down. So it’s like someone handing him a billion dollars.
Last edited by madmax757; 01-28-2024 at 09:01 PM.
01-28-2024, 09:29 PM
#46
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Posts: 115
Originally Posted by hercretired
Nobody with Airbus orders in-hand is giving them up. Why? What is the replacement? The Max?
This is Business 101 classic negotiations. Heck, high school girls have done this since we rode around in stage coaches. The current boyfriend (Boeing) is not doing his job, so the girl (United) is "rumored" to be courted by the handsome stud in another classroom. Maybe they are "rumored" to be seen eating ice cream together.
Magically, the current boyfriend starts sending flowers and opening his car door for her.
Kirby indeed is likely in France. All show and tell smoke and mirrors. And a company paid trip to see France.
nicely played Scott
This is Business 101 classic negotiations. Heck, high school girls have done this since we rode around in stage coaches. The current boyfriend (Boeing) is not doing his job, so the girl (United) is "rumored" to be courted by the handsome stud in another classroom. Maybe they are "rumored" to be seen eating ice cream together.
Magically, the current boyfriend starts sending flowers and opening his car door for her.
Kirby indeed is likely in France. All show and tell smoke and mirrors. And a company paid trip to see France.
nicely played Scott
01-29-2024, 05:50 AM
#47
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Originally Posted by madmax757
It’s not as simple as your Honda scenario Herc.. When I flew Biz jets a lot of customers were putting in for a “slot” (order) on a Gulfstream or Global express. You maybe put down 500K or a million bucks. Now someone that really wants one sooner says “ Hey Mr Herc- I’ll give you 5 million to take your delivery date.” You would say ok , I don’t mind flying around in my old G4 and pocket 4 million! The person I worked for did this.
Now think if Indigo (Frankie) sells 100 321neo deliveries for 10 million each. Let’s do the math.
Thats 1 Billion dollars in 3 years since indigo placed the order in 2021. And I’d bet indigo
put nothing down. So it’s like someone handing him a billion dollars.
Now think if Indigo (Frankie) sells 100 321neo deliveries for 10 million each. Let’s do the math.
Thats 1 Billion dollars in 3 years since indigo placed the order in 2021. And I’d bet indigo
put nothing down. So it’s like someone handing him a billion dollars.
01-29-2024, 07:45 AM
#48
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Posts: 1,134
Originally Posted by madmax757
It’s not as simple as your Honda scenario Herc.. When I flew Biz jets a lot of customers were putting in for a “slot” (order) on a Gulfstream or Global express. You maybe put down 500K or a million bucks. Now someone that really wants one sooner says “ Hey Mr Herc- I’ll give you 5 million to take your delivery date.” You would say ok , I don’t mind flying around in my old G4 and pocket 4 million! The person I worked for did this.
Now think if Indigo (Frankie) sells 100 321neo deliveries for 10 million each. Let’s do the math.
Thats 1 Billion dollars in 3 years since indigo placed the order in 2021. And I’d bet indigo
put nothing down. So it’s like someone handing him a billion dollars.
Now think if Indigo (Frankie) sells 100 321neo deliveries for 10 million each. Let’s do the math.
Thats 1 Billion dollars in 3 years since indigo placed the order in 2021. And I’d bet indigo
put nothing down. So it’s like someone handing him a billion dollars.
The "mission" was not filling airplanes and trying to turn a profit via the airplane itself.
In the airline world, Barry NEEDS the planes, if we are to believe all the previous investor calls and recurrent visits.
01-29-2024, 08:10 AM
#49
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Posts: 136
Originally Posted by hercretired
Indeed true but the "mission" of the owning entity (the corporation which owned the flight department) likely could have accomplished the big corporate mission (selling widgets, managing real estate investments, etc) via a G-IV or a G-V either way.
The "mission" was not filling airplanes and trying to turn a profit via the airplane itself.
In the airline world, Barry NEEDS the planes, if we are to believe all the previous investor calls and recurrent visits.
The "mission" was not filling airplanes and trying to turn a profit via the airplane itself.
In the airline world, Barry NEEDS the planes, if we are to believe all the previous investor calls and recurrent visits.
01-29-2024, 08:13 AM
#50
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Posts: 640
Originally Posted by ERAUAV8R
Didn’t we give Delta a few slots a year or so ago? I wouldn’t put it out of the realm of possibility. Pad the bank account for the time being, and take delivery in a few years
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